See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,953 | $84,695-74.1% | $73,843-70.3% | $125,391-82.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.15% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,686 | $3,123-46.0% | $2,787-39.5% | $4,866-65.3% |
| Participant deferral / active EE | $3,045 | $3,992-23.7% | $3,583-15.0% | $5,352-43.1% |
| Admin fee / account holder | $72 | $5,691-98.7% | $4,880-98.5% | $9,540-99.3% |